SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.05M
3
+$5.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.2M
5
GIS icon
General Mills
GIS
+$5.11M

Top Sells

1
+$5.19M
2
+$5.06M
3
+$4.94M
4
LMT icon
Lockheed Martin
LMT
+$4.52M
5
CSL icon
Carlisle Companies
CSL
+$4.28M

Sector Composition

1 Technology 8.77%
2 Financials 5.13%
3 Consumer Discretionary 4.97%
4 Healthcare 4.69%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 0.8%
169,578
+1,350
27
$12.4M 0.7%
40,232
+1,826
28
$12M 0.68%
32,906
+4,319
29
$11.9M 0.67%
34,366
-973
30
$11.8M 0.66%
343,899
-34,430
31
$11.6M 0.65%
36,747
-255
32
$11.4M 0.64%
66,949
-2,824
33
$11.3M 0.63%
247,560
-13,476
34
$11.1M 0.63%
51,893
+685
35
$11.1M 0.63%
238,019
-13,744
36
$11M 0.62%
100,174
+9,303
37
$10.9M 0.61%
176,484
-2,349
38
$10.4M 0.58%
259,534
+30,325
39
$10.3M 0.58%
143,257
+124,071
40
$10.2M 0.58%
48,679
+33,487
41
$10.2M 0.57%
155,303
-1,533
42
$10.1M 0.57%
140,471
-1,850
43
$9.71M 0.55%
130,276
-12,736
44
$9.63M 0.54%
86,820
+16,960
45
$8.62M 0.48%
207,050
+8,551
46
$8.53M 0.48%
104,676
+1,767
47
$8.48M 0.48%
79,709
-6,645
48
$8.34M 0.47%
148,170
-5,580
49
$8.24M 0.46%
87,082
-1,928
50
$8.14M 0.46%
96,266
+2,401
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